Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 40% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 37% | 0.38% | Principal Global Investors, LLC |
| 3 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 36% | 0.80% | AQR Capital Management, LLc |
| 4 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 36% | 0.32% | — |
| 5 | LVIP JPMorgan Small Cap Core Fund diff. adviser | 36% | 0.75% | Lincoln Financial Investments Corporation |
| 6 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX diff. adviser | 35% | 0.72% | J.P. Morgan Investment Management, Inc. |
| 7 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 34% | 1.09% | Charles Schwab Investment Management, Inc. |
| 8 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX diff. adviser | 34% | 0.52% | AQR Capital Management, LLc |
| 9 | Penn Series Small Cap Index Fund diff. adviser | 34% | 0.71% | Penn Mutual Asset Management, LLC |
| 10 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 34% | 0.38% | Lincoln Financial Investments Corporation |
| 11 | EQ/Small Company Index Portfolio cheaper diff. adviser | 34% | 0.38% | Equitable Investment Management Group, LLC |
| 12 | Venerable Small Cap Index Fund cheaper diff. adviser | 34% | 0.45% | Venerable Investment Advisers, LLC |
| 13 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund cheaper diff. adviser | 34% | 0.38% | Lincoln Financial Investments Corporation |
| 14 | SA Small Cap Index Portfolio cheaper diff. adviser | 34% | 0.41% | SunAmerica Asset Management, LLC |
| 15 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 34% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 16 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 33% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 33% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 33% | 0.39% | Calvert Research and Management |
| 19 | DWS Small Cap Index VIP cheaper diff. adviser | 33% | 0.38% | DWS Investment Management Americas, Inc. |
| 20 | Voya VACS Index Series SC Portfolio · VVICX diff. adviser | 33% | — | Voya Investments, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.